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Portfolio (Quarterly) Guide ↗

SEI INVESTMENTS CO

· CIK 0000350894
13F Portfolio $113.3B AUM 6,177 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 232 New 978 Added 1842 Reduced 188 Exited
Page 67 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ADAMM ADAMAS TRUST INC. 142,062.0 $1.3M 0.00% -19K -12.1% $9.38
1322 SFST SOUTHERN FIRST BANCSHARES Financial Services 21,797.0 $1.3M 0.00% -13K -37.2% $61.10 +3.2%
1323 CIGI COLLIERS INTL GROUP INC Real Estate 14,188.0 $1.3M 0.00% -13K -48.7% $93.79 +14.1%
1324 MOV MOVADO GROUP INC Consumer Cyclical 33,645.0 $1.3M 0.00% -53K -61.2% $39.31 -11.4%
1325 AEHR AEHR TEST SYS Technology 13,700.0 $1.3M 0.00% -9K -40.7% $96.06 +5.9%
1326 GAMESTOP CORP 59,397.0 $1.3M 0.00% -2K -3.5% $22.08
1327 PAYC PAYCOM SOFTWARE INC Technology 10,418.0 $1.3M 0.00% -5K -32.8% $125.69 +82.3%
1328 RIG TRANSOCEAN LTD Energy 267,145.0 $1.3M 0.00% -216K -44.7% $4.89 +21.1%
1329 AGIO AGIOS PHARMACEUTICALS INC Healthcare 35,089.0 $1.3M 0.00% -28K -44.8% $37.11 -10.8%
1330 BANK OF AMER CORP 1,033.0 $1.3M 0.00% -273.0 -20.9% $1254.51
1331 BOEING CO 19,463.0 $1.3M 0.00% -8K -29.0% $66.23
1332 AESI ATLAS ENERGY SOLUTIONS INC Energy 77,544.0 $1.3M 0.00% -12K -13.0% $16.61 -24.3%
1333 CRY ARTIVION INC 57,323.0 $1.3M 0.00% -111K -65.9% $22.47 -22.4%
1334 MNKD MANNKIND CORP Healthcare 301,669.0 $1.3M 0.00% -425K -58.5% $4.26 -2.6%
1335 SLVM SYLVAMO CORP Basic Materials 33,897.0 $1.3M 0.00% -4K -10.3% $37.79 -2.7%
1336 PRGO PERRIGO CO PLC Healthcare 123,019.0 $1.3M 0.00% -36K -22.6% $10.39 +37.2%
1337 TRVI TREVI THERAPEUTICS INC Healthcare 68,484.0 $1.3M 0.00% -10K -12.4% $18.65 -3.7%
1338 TALO TALOS ENERGY INC Energy 98,340.0 $1.3M 0.00% -45K -31.4% $12.91 +35.3%
1339 SIX FLAGS ENTERTAINMENT CORP 59,263.0 $1.3M 0.00% -15K -20.2% $21.30
1340 APYX APYX MEDICAL CORPORATION Healthcare 281,029.0 $1.3M 0.00% -317K -53.0% $4.49 -30.5%
Page 67 of 93  ·  1,842 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.6%
Industrials 12.6%
Financial Services 12.1%
Healthcare 10.2%
Consumer Cyclical 9.7%
Real Estate 5.7%
Communication Services 5.3%
Consumer Defensive 3.2%
Energy 3.1%
Basic Materials 3.0%